ASIA e CHINA

bei volumi

Volumi in grande spolvero, c'e un bel gap in apertura ma non e' detto che lo vada a chiudere presto....

Dal report, credo che l'aspetto piu interessante al di la dei bei numeri sia nelle partecipazioni di china di cui:

"Despite a move to shed its online services business, Chinadotcom retains an 81 percent stake in Internet media company hongkong.com Corp. (HKSE:8006.HK - News), which on Monday reported its net profit for the first nine months of the year soared 359 percent to HK$58.52 million (US$7.5 million)"
:D:D:D:D
 
10,20$ (+14%)

10,20$, siamo sulla vera prima resistenza.....
dopo ci sono i 12$ e poi si torna sui massimi...:D:D:D:D
i volumi dicono il resto....
che il treno sia partito, dopo questi 3 mesi di silente accumulazione????
 
ovviamente io ho un sacco di ASIA :D
 
grazie delle parole di conforto.....;)
 
BEIJING & SANTA CLARA, Calif., Nov 5, 2003 (BUSINESS WIRE) -- AsiaInfo Holdings, Inc. (ASIA) , a leading provider of telecom network and software solutions in China, today announced that it has signed a contract with China Mobile to deploy AsiaInfo's Integrated Settlement Solution (AIISS) and provide system integration services to upgrade the carrier's data and mobile networks' business clearance and settlement capabilities.
 
Paolino, mi sembra che su china ci sia un gap aperto a 8,77 credi che lo vada a chiudere? Come valuti un'entrata a quel livello?
Intanto mi sono messo nel book su asia mi sembra che stia per rompere il triangolo
 
non so se arrivi li.....

Buona entrata,,, io incrementero li.....probabilmente spurga e poi riparte lenta.....

Ciao
 
il gap a 9 è chiuso. incremento con una tranche
 

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8.6$

completata la ricopertura a 8.6....
ringrazio gentilmente......non ci speravo proprio di riacchiapparla su questi livelli:)

Ai posteri l'ardua sentenza o chi vivra vedra':D:D:D
 
IO LA ASPETTO IN AREA 8 $ PER UN POSSIBILE TRIPLO MINIMO DI PERIODO, SE LO RAGGIUNGE DIVENTA MOOOOOLTO INTERESSANTE
 
Ultima modifica:
china

ecco qua
 

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è tornata sulla base del box 8.3/10.4
qui si potrebbe incrementare
 

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notizia.....dopo Ross ora forse si compra anche Pivotal

Una notizia su China,,,,,



Chinadotcom Unit Bids $2/Share for Pivotal Corp.
Tuesday November 18, 8:43 am ET


HONG KONG (Dow Jones)--CDC Software, a subsidiary of Chinadotcom Corp. , has made a conditional proposal to acquire Pivotal Corp. (NasdaqNM:PVTL - News) for $2 a share.
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In a press release, the company said Pivotal shareholders will also have the option to receive a combination of cash and stock which CDC values at $2.14 a share. The combination option includes $1.00 cash and $1.14 in chinadotcom shares for each Pivotal share.

As reported, Pivotal has two other offers. Oak Investment Partners has offered $1.78 a share in cash while Onyx Software Corp. (NasdaqNM:ONXS - News) has offered stock that it values at $2.25 a share.

As part of the proposal, CDC Software has offered to provide Pivotal immediately with up to $20 million in bridge financing "to allay any potential viability issues prior to completion of the acquisition." It has also offered " to quickly enter into synergistic operational initiatives prior to the acquisition. Further, chinadotcom's combined proposal demonstrates its commitment to supporting Pivotal's expansion in the CRM market sector, particularly in Asia, and leveraging upon Pivotal as a platform for future consolidation of the CRM market sector."

CDC said Pivotal's suite of marketing, sales, service and partner management capabilities would complement CDC Software's existing ERP, Supply Chain Management and Human Resources and Payroll product offerings, which have limited CRM functionality.

CDC said it has been a business partner of Pivotal in the Asia-Pacific region and is "impressed by their seasoned management and their world-class technology platform."

It said, "We have had numerous discussions with respect to various initiatives for synergies, including cross-selling, lowering product support costs and outsourcing opportunities. A combination of the two companies should enable Pivotal to measurably accelerate its expansion, particularly in the rapidly developing and high growth markets for CRM software in Asia, principally through cross-selling on the back of CDC Software's international software platform which has a well-established China presence and leveraging upon our combined customer base of over 2,300 enterprises worldwide."

"On a pro forma basis, assuming the inclusion of Ross [Systems Inc. (NasdaqNM:ROSS - News) ], we believe chinadotcom can achieve projected revenue of $185 million for 2004. With an acquisition of Pivotal, we believe our pro forma projected revenue could increase to approximately $240 million, which would enable us to achieve a reasonable increase in our scale."

Chinadotcom noted that Pivotal hasn't provided an indication as to whether it would accept this proposal. It said this proposal is subject to execution of definitive agreements with various closing conditions.

Chinadotcom said it intends to retain Pivotal and its current management team as an independent subsidiary within its CDC Software unit. It said it has previously performed due diligence on Pivotal which would measurably reduce the time required for it to complete its due diligence on Pivotal.

Chinadotcom is a sofware company.
 
chinadotcom

secondo voi riesce ad arrivare a 10 per natale ?:confused:
 
CHINA.....e la sfida continua,,,,

E andata dritta sulla MM200 a circa 7,63....
difficile da decifrare al momento,,,
comunque a 7,58 non ho proprio resistito e ne ho messe altre in saccoccia,,,,,ora cominciano ad essere parecchie...:):):):)

IMO comprare a questi prezzi in un ottica di lungo termine 12-18 mesi era come comprare a 4$ prima del recente boom.....
nel 2004 il fatturato sara ben superiore ai 200 mil,,.grazie alle acquisizioni,,,,contro i 60-70 mil di quest'anno,,,,,
e vero che contano i margini ma anche le vendite hanno il loro valore quando si valuta una societa....
vedremo i prossimi giorni se ci sara una ripresa,,,o un ritorno ai saldi,,,,,


ciao

Paolo
 
occhio, bella news

Chinadotcom plans IPO for its mobile unit
Friday December 12, 7:51 am ET


NEW YORK, Dec 12 (Reuters) - Chinadotcom Corp. (NasdaqNM:CHINA - News), a software and mobile applications company based in Hong Kong, said on Friday it plans an IPO for its mobile applications business.
The offering is expected in the first half of 2004, the company said.
 
cosi non solo non paga le acquisizioni, ma incrementa il cash che e' gia notevole,,,ben piu di 3$ ad azione,,,,,
astuto il management,,,,
ma su questo non ci sono molti dubbi,,,,
eventualmente qualche perplessita potrebbe nascere se CDC non riuscisse a raddrizzare i bilanci di pivotal che finore sono stati discretamente in rosso,,,,
ma anchi qui, la scommessa e sul management,,,,

ciao

Paolo
 
vedo 8,2 in premarket,,,,
se fanno quello che sotto sotto penso,,,,
beh sono stati grandiosi a dir poco.....
vedremo i prossimi giorni,,,,
nel medio il tempo giochera in nostro favore...
o almeno me lo auguro,,,,,

P
 
Indietro